Financial Planning for Business owners, Physicians, and Dentists.
Reduce Taxes, Optimize Savings, Invest Efficiently
We help you create Financial Balance so you can achieve security and financial freedom.
Strategic Wealth Design was founded for one purpose:
To enrich the lives of people we touch by helping them create financial freedom and security.
We recognize that most people have two primary financial goals:
Financial Security
Knowing and feeling that you’ll be okay no matter what happens.
Financial Freedom
Having enough net worth that you don’t have to work if you don’t want to.
When you prepare to protect yourself, your family and your wealth and you have a plan to achieve financial freedom, we call this being in Financial Balance.
Building sustainable wealth is both a science and an art, and at Strategic Wealth Design, we use a powerful process that takes into account both the emotional and mathematical sides of financial planning to create financial balance for our clients. Through working with us, our clients become:
Better Organized
More Educated
Increased Level of Savings
Better Protected
As Seen On...
Fun Facts:
Raised in Dubai, Las Vegas, has been home since 1999
Married to Mamta, with two sons, Nirvan and Rehan, and one little princess, Yasmin
Enjoys anything that keeps his body healthy, plus meditating for his spirit
Likes films about superheroes who care about the world as much as he does
Enjoys reading books on leadership and business
Industry experience - 19 Years
Qualifications:
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Consultant (ChFC®)
- Certified Plan Fiduciary Advisor® (CPFA®)
- Accredited Investment Fiduciary (AIF®)
- Life Underwriter Training Council Fellow
- Bachelor of Science in Finance and Management Information Systems from UNLV
- FINRA Series 65 license
- Life and Health Insurance License
Community Service:
- UNLV Lee Business School Executive Advisory Board, Past Board Member
- Society of Financial Service Professionals, Member
- Southern Nevada Association of Insurance and Financial Advisors (SNAIFA), Past President
- Conscious Capitalism Las Vegas Chapter, Past Treasurer and Past Board Member
- UNLV Lee Business School Alumni Association, Past President
- Clark High School’s Academy of Finance, Past Mentor
- UNLV Alumni Association, Past Board Member
- Vegas PBS Planned Giving Council, Council Member
Check the background of investment professionals on FINRA’s BrokerCheck.